Viewpoints by Hennessy with Masa Takeda
Situated in Asia, Masa Takeda leverages his unique vantage point to better understand Japan's economic intricacies and the companies within the Hennessy Japan Fund. He shares factors fueling inflationary pressures in Japan, an equity outlook regarding interest rates, and implications of yen depreciation for U.S.-based investors.
-
Masakazu Takeda, CFA, CMAPortfolio Manager
- In this article:
- Japan
- Japan Fund
You might also like
-
Investment IdeaCompelling Valuations in Japan
Masakazu Takeda, CFA, CMAPortfolio Manager
Angus Lee, CFAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio Manager
Takenari Okumura, CMAPortfolio ManagerRead the Investment IdeaJapanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
-
Investment IdeaWhy Active Matters When Investing in Japan
Masakazu Takeda, CFA, CMAPortfolio Manager
Angus Lee, CFAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio Manager
Takenari Okumura, CMAPortfolio ManagerRead the Investment IdeaWhen investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
-
Fund Commentary
Japan Small Cap FundUnlocking Undervalued Potential in Japanese Small Caps
Takenari Okumura, CMAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio ManagerRead the CommentaryIn the following commentary, the Portfolio Managers discuss recent strong performance, the effects of geopolitical tensions, softer Chinese tourism, currency dynamics, rising interest rates, wage negotiations, valuations, and economic drivers for the Fund’s Japanese small-cap holdings.